Build a clear path to long-term wealth with a custom-tailored property investment strategy. At Chase Wealth Australia, we empower everyday Australians to invest smarter, minimise tax, and achieve financial freedom.
Your investment strategy is uniquely built around your financial goals, risk tolerance, income, and lifestyle. We don’t do generic—we do tailored. Every plan is designed to align with your aspirations, whether you’re focused on early retirement, building a portfolio, or simply securing your family’s financial future.
We help you structure your investments to work harder for you—leveraging smart tax strategies and financial planning to unlock greater returns with less stress. By using property as a tax-effective vehicle, we aim to protect your wealth and grow it sustainably.
From your first consultation to building your portfolio and beyond, our property experts are here to guide and support you through every decision. You’ll always have a knowledgeable team in your corner—providing honest answers, market insights, and complete clarity.
A property investment strategy is more than a vague goal—it’s a step-by-step plan designed to turn your financial aspirations into a tangible roadmap for wealth creation. At Chase Wealth Australia, we understand that every investor is different. That’s why we take a highly personalised approach that puts your needs, finances, and lifestyle first.
Whether you’re a first-time investor or already have multiple properties under your belt, your strategy will consider:
It’s not just about buying property—it’s about building a smart framework for when, where, how, and why to invest, with the financial structures to support it.
At Chase Wealth, our process is built on trust, education, and long-term support. It all begins with a free, no-pressure consultation where we take the time to understand your financial position, goals, and any concerns you may have. From there, we help demystify the investment landscape—clearly explaining your options and what they mean in practical terms. With a focus on clarity and confidence, we ensure you feel empowered to take the next step toward wealth creation.
Once we’ve gathered the full picture, we conduct a detailed financial analysis—reviewing your income, expenses, assets, debt, and tax position—to identify the most suitable property investment opportunities. Your custom strategy will outline where and what to invest in, how to structure your finances for tax efficiency, and how to manage risk with a long-term mindset. And we don’t stop there. As your portfolio grows and the market shifts, we stay by your side with ongoing support, regular reviews, and expert adjustments to keep you on track toward your goals.
We’ve helped thousands of Australians create wealth through tailored investment strategies—many starting with limited knowledge and walking away with clarity, confidence, and results. Our supportive, education-first approach earns consistent 5-star reviews and lasting relationships.
Investing can feel overwhelming, but the right strategy makes all the difference. Here’s what other clients often ask before getting started:
We include a full financial health check, an analysis of your borrowing capacity, tailored property recommendations, tax optimisation advice, and an actionable roadmap designed to meet your financial goals.
Not at all. We work with both first-time and seasoned investors. If you’re just starting, we’ll guide you from square one—ensuring you understand everything before making any decisions.
We evaluate factors like your income, existing debts, family structure, future plans, and risk tolerance. We then craft a plan aligned to your goals—whether that’s passive income, early retirement, or portfolio growth.
Nothing. Our initial consultation is 100% free and no-obligation. We’re here to educate and guide you. If you choose to proceed with our help, we’ll discuss the next steps transparently.
Not necessarily. Many clients are surprised at how achievable investing can be. We’ll help you understand your options and explore what’s possible—even with modest savings.
Property investment can reduce your taxable income through depreciation, negative gearing, and other strategies. We’ll show you how to legally structure your investments for the best tax outcomes.
Great—let’s build on your success. We can review your current assets, highlight any underperformance or missed opportunities, and help you scale confidently with the right strategy in place.
Absolutely. Financing is a critical part of any investment strategy. We’ll help you compare lenders, assess products, and ensure your home loan is structured for long-term growth and flexibility.
No matter where you’re based, Chase Wealth is here to help you build wealth through property. We currently support investors in:
There’s no one-size-fits-all approach to property investment. Each Chase client is different and there are many factors to consider in relation to each person’s unique situation. That’s why we recommend setting an appointment with a Chase Wealth Property Expert to get all your questions answered.
